Careful What You Wish For: "Screwflation" Risks Ahead
RiskReversal Pod
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Market Dynamics and Economic Reflections
This chapter reflects on a recent visit to a historic horse racing track, setting the stage for a discussion on recent market events and key economic indicators. The speakers analyze the implications of job data revisions, geopolitical tensions, and tariffs on inflation, corporate strategies, and the potential for stagflation. The conversation further explores the relationship between Federal Reserve policies and upcoming economic indicators, highlighting the complexities of current market conditions.
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